The following have been deployed in this release.
1. CharityEngine (released on 05/22)
2. Survey (released on 05/22)
CharityEngine
| ID | Work Item Type | Title | APP |
| 43701 | Feature | New Badges: Organization Type, Industry & Contact Regions We added new mapped field badge attributes—Contact Region, Organization Industry, and Organization Type—based on existing fields in your records. These badges let you visually flag key information on contact and organization records, making it easy to quickly identify traits like a contact’s region or the industry an organization operates in. |
CharityEngine |
| 43215 | Feature | Enhanced Batch Entry: Keyboard Navigation Support We improved the new Batch Entry tool to better support keyboard-only workflows by ensuring all elements within a row respond to tab and enter commands, including the magnifying glass icon used to search for contacts. Additionally, a new row icon has been added to the end of each row and pressing enter on it will function the same as clicking the “New Row” button. These enhancements make it easier for users to navigate and enter data with minimal mouse usage. |
CharityEngine |
| 43690 | Feature | Enhanced Promo Code Messaging on Forms You can now customize the messages donors see when entering promo codes on your forms—including validated, invalid, and error messages. To update these, go to the Advanced tab of your form and select “Promos.” This gives you more control over the donor experience and makes it clear whether a promo code was accepted. |
CharityEngine |
| 43695 | Feature | View Remaining Storage in Account Settings In addition to showing storage used, your Account Settings now display the remaining storage available in your CharityEngine account. To view this, navigate to the Advanced tab under Account Settings. This gives you a clearer picture of your storage limits at a glance. |
CharityEngine |
| 43687 | Feature | Advocacy Issue URL Link Added to Issue Details Screen We’ve added a direct link to the advocacy issue page under the General tab of the Advocacy issue details screen. While most of our built-in tools—like events and forms—already offered this shortcut, Advocacy was the odd one out. That’s been fixed, so you can now access the issue page directly without heading back to the listing screen. |
CharityEngine |
| 43574 | Feature | New Language Options in Contact Record Preferences We've expanded the available language options in the contact record's Language tab to help you better capture donor preferences. New additions include Afrikaans, Dutch, and American Sign Language (ASL), giving you more flexibility in recording and honoring the languages your donors use. |
CharityEngine |
| 43675 | Feature | Group, Tag, and Add Contacts to a List During Gift Entry You can now assign contact groups, tags, and lists directly during gift entry. These options are available under the Advanced tab of the Create Transaction wizard—just click "More Settings" to access them. This enhancement streamlines your workflow by allowing you to capture important contact details without needing to update the record separately after the gift is entered. |
CharityEngine |
| 43671 | Feature | Sustainer Start and End Dates Now Visible on Listing Screen When a sustainer account has a configured start and/or end date, those dates will now appear in the Frequency column of the sustainer listing screen. This is especially helpful when a donor's preferred billing start date differs from the account creation date, allowing you to quickly see key timing details at a glance. |
CharityEngine |
| 42831 | Feature | Improved Batch Entry Processing Speed & User Experience The wait is over—literally. You no longer have to wait for a batch to finish processing before moving on to the next. Just select Background processing mode after entering a batch, and it will queue up and complete automatically in a few minutes. This lets you jump straight into the next batch without interruption. |
CharityEngine |
| 43683 | Feature | Default Sustainer Frequency Now Set to Monthly When creating a new Sustainer account in the CRM, the payment frequency will now default to monthly—saving you a step and aligning with the most common billing preference for recurring donors. |
CharityEngine |
| 43669 | Feature | New Start and End Date Filters on Member Listing Screen You can now filter members by start and end dates directly from the Member Listing screen. Just click the filter icon to access these new options. This makes it easier to find specific member cohorts based on their membership timing. |
CharityEngine |
| 43667 | Feature | Display Salutation Value When Overriding When overriding a contact’s salutation, the current value will now appear in the entry field. This gives users better context by showing the existing information they’re editing, helping prevent errors and ensuring accurate updates. |
CharityEngine |
| 43326 | Bug | Product News Page Button Not Rendering Properly | CharityEngine |
| 43704 | Bug | Batch Processing Page_Load Error | CharityEngine |
| 43458 | Bug | Forms Conversion Metric Only Tracks Positive Transactions | CharityEngine |
| 43613 | Bug | WYSIWYG is Not Available in Email Creatives | CharityEngine |
| 43636 | Bug | Display correction for number of contacts in group in Configuration | CharityEngine |
| 43332 | Bug | USPS Field Mapping Inconsistent | CharityEngine |
| ID | Work Item Type | Title | APP |
| 43682 and 41817 | Feature | Survey Tool Enhancements We’ve introduced several improvements to the survey tool. Answer choices can now be displayed horizontally—perfect for 1–10 scale questions. You can also edit existing answer choices. Plus, you now have the option to copy internal staff on survey confirmation messages, so your team can stay informed as responses are submitted. |
Survey |